CXMT ChangXin Memory Technologies Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
21:12
Sep 23
Sep 23
Chesley Investment Advisory
CXMT is a growing Chinese DRAM threat.
CXMT is China's leading DRAM maker, listed in July, with capacity expanding from 230k to 270k wafers per month and reaching 71% of Micron's capacity. It leverages China's 25% domestic PC/smartphone market and has strong investment capacity, making it a structural threat to Korean memory makers. US restrictions block it from US data centers, but China's 30% domestic market and self-reliance drive growth.
CXMT
ChangXin Memory Technologies
Long
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06:00
Sep 13
Sep 13
3PRO TV
China semis rise, Korea HBM challenged
Niles believes China will secure its own semiconductor supply, including HBM, because it is a national-security priority. He notes China can raise capital through listed CXMT and soon-to-list YMTC and has enough domestic demand to absorb roughly 20% of global PC and smartphone output. He says China can challenge Korea's HBM lead even without cutting-edge technology, a competitive risk to Samsung Electronics and SK hynix.
CXMT
ChangXin Memory Technologies
Long
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21:00
Sep 08
Sep 08
Anthony Pompliano
Chinese AI hardware beats overpriced labs.
US export controls forced Chinese AI labs to innovate across training-system, architectural, and post-training efficiencies, which benefits Chinese domestic hardware, chip, and memory companies doing hardware co-design. Chinese AI labs are valued at roughly 65x-100x revenue, making the cheaper infrastructure layer—companies such as Cambricon, Moore Threads, Hygon, MetaX, CXMT, and SMIC—more attractive than the labs themselves.
CXMT
ChangXin Memory Technologies
Long
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About CXMT Investor Commentary
Across the available history and selected sources, Buzzberg tracks CXMT (ChangXin Memory Technologies) across 48 sources: 21 bullish vs 2 bearish calls from 68 authors. Historical directional balance: 12% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 154 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: So Hyeon-cheol, Dan Niles, Justin McAfee.